Private Advisory Group
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Private Advisory Group’s IBM IBM Stock Holding History

Private Advisory Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.1M Buy
+54,883
New +$13M 0.64% 45
2026
Q1 		– Sell
-1,010
Closed -$299K – 304
2025
Q4 		$299K Buy
+1,010
New +$302K 0.02% 201
2025
Q3 		– Sell
-1,012
Closed -$298K – 230
2025
Q2 		$298K Sell
1,012
-238
-19% -$61.3K 0.03% 177
2025
Q1 		$311K Buy
1,250
+245
+24% +$59.9K 0.03% 166
2024
Q4 		$221K Buy
+1,005
New +$224K 0.02% 199
2024
Q3 		– Sell
-33,006
Closed -$5.71M – 208
2024
Q2 		$5.71M Buy
33,006
+3,336
+11% +$580K 0.74% 32
2024
Q1 		$5.67M Buy
29,670
+22,394
+308% +$4.09M 0.81% 35
2023
Q4 		$1.19M Sell
7,276
-3
-0% -$453 0.21% 92
2023
Q3 		$1.02M Sell
7,279
-219
-3% -$31.2K 0.2% 94
2023
Q2 		$1M Sell
7,498
-775
-9% -$100K 0.2% 100
2023
Q1 		$1.08M Sell
8,273
-2,987
-27% -$400K 0.23% 83
2022
Q4 		$1.59M Sell
11,260
-43
-0.4% -$5.93K 0.35% 70
2022
Q3 		$1.34M Sell
11,303
-22,592
-67% -$2.96M 0.31% 77
2022
Q2 		$4.79M Sell
33,895
-612
-2% -$82.6K 1.08% 32
2022
Q1 		$4.49M Buy
+34,507
New +$4.5M 0.88% 35
2021
Q4 		– Sell
-34,628
Closed -$4.6M – 158
2021
Q3 		$4.6M Sell
34,628
-3,353
-9% -$448K 1.12% 28
2021
Q2 		$5.32M Buy
37,981
+2,111
+6% +$289K 1.34% 24
2021
Q1 		$4.57M Buy
+35,870
New +$4.29M 1.31% 25

Other funds holding IBM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Private Advisory Group's IBM Position: Q3 2026 in Review

Private Advisory Group opened a new position in IBM (IBM) in Q3 2026: 54,883 shares worth $12.1M. The stake represents 0.64% of the portfolio and ranks #45 among its holdings. This is a return to the name: Private Advisory Group previously reported a position in IBM as recently as Q4 2025.

Private Advisory Group first reported a position in IBM in Q1 2021 and has held it in 18 quarters since. 2,110 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

  • Private Advisory Group held 54,883 shares of IBM worth $12.1M as of Q3 2026.
  • IBM was a new Private Advisory Group position in Q3 2026.
  • IBM made up 0.64% of Private Advisory Group's portfolio in Q3 2026, its #45 holding.
  • Private Advisory Group first reported a position in IBM in Q1 2021 and has held it in 18 quarters since.
  • 2,110 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.